Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments* FID Freedom 2040 K6 in their Schedule of Assets, totaling $34.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAYTON CONSTRUCTION COMPANY, LLC LAYTON CONSTRUCTION COMPANY, LLC 401(K) PROFIT SHARING PLAN | SANDY UT | 1,372 | $153.7M | $13.8M |
| 2 | DRUG PLASTICS & GLASS COMPANY, INC. DRUG PLASTICS & GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN | BOYERTOWN PA | 840 | $79.7M | $4.7M |
| 3 | SIGNET HEALTH CORPORATION |
NORTH RICHLAND HILLS TX |
| 633 |
| $32.7M |
| $3.6M |
| 4 | GESA CREDIT UNION GESA CREDIT UNION 401(K) PLAN AND TRUST | RICHLAND WA | 831 | $41.1M | $3.3M |
| 5 | EAST LAKE ALLIED HEALTH PROFESSIONAL STAFFING, LLC EAST LAKE ALLIED HEALTH PROFESSIONAL STAFFING, LLC 401(K) PLAN | JACKSONVILLE FL | 225 | $16.6M | $3.1M |
| 6 | TAHARI LLC TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST | MILLBURN NJ | 78 | $15.0M | $1.9M |
| 7 | PEAK6 INSURTECH SERVICES LLC PEAK6 INSURTECH SERVICES 401(K) PLAN | CHICAGO IL | 402 | $15.1M | $1.3M |
| 8 | COUNTRY LIFE, LLC COUNTRY LIFE, LLC 401(K) PLAN | HAUPPAUGE NY | 168 | $10.9M | $982K |
| 9 | CYRQ ENERGY, LLC CYRQ ENERGY 401(K) PLAN | SALT LAKE CITY UT | 122 | $12.6M | $942K |
| 10 | CYANCO HOLDING CORPORATION CYANCO 401(K) PLAN | SUGAR LAND TX | 80 | $12.9M | $522K |
